Concord Mobile vs MonarchAgent ONE

Concord Wealth’s mission is to become our clients’ most valuable resource. We believe values matter and we live by ours every day. Our Mobile App allows clients to access their financial data when it is most convenient. Information provided in the app include the Overview Tab, Accounts Tab, News Tab, Notifications Tab, and the Menu Tab. Overview Tab: This is the landing page for Concord Mobile and shows an interactive graph of the clients Portfolio Value versus Net Amount Invested. The time interval for the graph can be updated directly below its timeframe buttons such as YTD, QTD, 2019, etc. The Accounts section below the graph displays the total value of each category that is a part of the client's portfolio including Cash, Investments, Credit, and Net Worth. Account Tab: This provides a breakdown of each account that is linked to the Orion Client Portal and clicking on an account will show the user the Portfolio Summary, Asset Allocation, Portfolio Return, and Transaction Summary for that account. Clicking on any of these items will also lead to more specific information. News Tab: Your firm's three most recent News Feed posts display on the Overview tab, but all your News Feed and RSS Feed posts will display on the News tab. Notifications Tab: Every time a News Feed or RSS Feed post is created, a push notification will be sent to your client. All notifications will appear within this tab and clicking on a notification allows the user to Mark as read, dismiss this notification, of Turn off notifications pertaining to a certain area. The user can update more settings relating to notifications by navigating to the Settings within the Menu tab. Menu Tab: The Menu tab is where clients can schedule an appointment with their Advisor and update the settings for the mobile app that relate to security and notifications. Your firm's Disclosure, Terms of Service, and Privacy Policy will also be stored within the settings here.

MonarchAgent ONE is a city/county specific closing cost app that comes preloaded with calculations and closing costs for Real Estate professionals. Generate quick and professional seller net sheets and buyer estimates for your clients in just seconds. MonarchAgent ONE is jam-packed with features that are sure to wow your clients! ONE Premium subscription: Take the industry’s #1 Closing Cost app to the next level with ONE Premium! Here’s how it works: Getting started is simple. Download the ONE app now and sign up for a free 30-day trial. We have monthly and annual plans available. ONE Premium costs $0.99 per month (monthly plan) OR $9.99 per year (annual plan). Payment will be charged to your iTunes account at the confirmation of purchase. You can cancel any time during your 30-day free trial via the iTunes store settings and then you will not be charged. Further, plans automatically renew unless you turn off auto-renew in your iTunes account 24 hours before the end of your current subscription period. To learn more, check our terms of use http://palmagent.com/terms/. With ONE Premium you have: • A user can opt in for a free 30 day trial, but they are required to enter their payment information first. They will be charged for the monthly or annual subscription, depending on the option they choose, after the free 30-day trial is complete, unless they cancel before the next billing date. The monthly subscription is $0.99/month and the annual subscription is $9.99/year. • After the 30 day free trial, payment will be charged to your iTunes Account corresponding to the plan chosen. • ONE Premium Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period. • Account will be charged for renewal within 24-hours prior to the end of the current period, and identify the cost of the renewal. • Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase. • Any unused portion of a free trial period, if offered, will be forfeited when the user purchases a subscription to that publication, where applicable. If you’re not ready for unlimited access, you can still run buyer and seller estimates with the ONE free plan. All details are in our terms of use and privacy policy http://palmagent.com/privacy/ http://palmagent.com/terms/ Questions? Suggestions? You can speak to a real person at PalmAgent. Our trusty customer support team is just an email away --- simply write to support@palmagent.com